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Building 2FOUNTAINHEAD FINANCIAL, LLC

Map pinCHICAGO, IL
Phone312-222-9840
NotebookSEC #801-70385
Total AUM
$543.2M
Employees
3
Clients
100

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
515 NORTH STATE
14TH FLOOR
CHICAGO
IL 60654
United States
Operating Hours
8:30AM-5PM
Monday - Friday
Phone
312-222-9840

ReceiptFinancials

Total AUM
$543.2M
Accounts
100
Discretionary
$0
Accounts
0
Non-Discretionary
$543.2M
Accounts
100

ContactClients

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Individual Clients
14
AUM
$8.1M
HNW Individual Clients
82
AUM
$531.4M
Pension/Profit Sharing Plan Clients
3
AUM
$2.5M
Charitable Organization Clients
1
AUM
$1.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ILNHTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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